Versarien Share Discussion Threads

[graphite bot] 19/7/2018 20:15

Anotherdrink perhaps we will get revenue from every machine that is produced and sold or perhaps the machines won’t be sold but hired out and belong to Versarien and the manufacturer. Hence a collaboration.
Who knows.

[jointer13] 19/7/2018 20:14

food for thought there spike.

[spike_1] 19/7/2018 20:10

anotherdrink: I would guess that there will be a collab' to produce the custom designed equipment.

Normally you would simply enter into an agreement which would include an upfront deposit and payment on delivery.

However this does not appear to be the plan, I would suspect therefore that VRS wish to harness the manufacturer's goodwill on a significant uplift of the manufacturer's turnover(and potentially profit share agreement - which Neill loves) on the equipment supplied which will be installed in the end user's establishments potentially at their cost, with little (or no?) upfront payment from VRS for the machines.

There will however be machine operators etc who will be - I would guess - trained and positioned on site by VRS, but those costs would be very manageable. BWTKDIK

Best wishes - spike

[jointer13] 19/7/2018 20:00

this mornings rns was the best one we have ever had.
forget the numbers and read it.
its no wonder the shorters are squirming.

"ordered additional equipment that will see our graphene capacity reach a maximum of almost 3 tonnes."

if you know the company you will know that wasn't done on a whim.

"from 1 to 24 Chinese deals on the table".

absolute wow. (think about it)

just look at how fast we are moving....incredible speed.

and then there is all the things we don't know about.

what the hell is coming next...?

I have always been excited by the company and its way forward...but todays news in my eyes has been an absolute game changer.

I am very much looking forward of things to come.

[micktravers] 19/7/2018 19:49

3 T capacity per year should do for starters.

[anotherdrink] 19/7/2018 19:46

'Our European equipment supplier is aware that market-take up will require either significant quantities of standard equipment or custom designed equipment and we intend to enter into a collaboration with them at the earliest opportunity'. Strange use of 'collaboration' - pay as you make Nanene possibly? Why not use 'dialogue'?

[sonsonnyjim] 19/7/2018 19:38

I assume the shorters are just in too deep to give up, surely there's targets with much more risk available to them

[tim3416] 19/7/2018 19:21

They've been trying since 10p Richard, not very good are they lol

[772] 19/7/2018 19:18

I noted the twitter chat about Todd kozel, one thing I can say is that Neill is absolutely nothing like that bloke.

[1retirement] 19/7/2018 19:17

Cynical bear, I'll put it here for you again. While you're on here Cynical Bear, care to elaborate on your 'disclosure' in the article where you state you hold no positions. Care to divulge if you have spoken to any of your colleagues and friends regarding their VRS short positions in the week prior to writing that article? Careful now.

[graphite bot] 19/7/2018 19:13

Great write up. bit.ly/2NsNC8V

[1retirement] 19/7/2018 19:12

Cynical Bear, if you don't have a house view then why don't you answer my question on the other thread (or here if you prefer)? Eagerly await your response

[a_game] 19/7/2018 19:12

For those on twitter this is the story we should be getting out there, simple back of envelope calcs tell a very different picture to the one the shorters are peddling:

[sonsonnyjim] 19/7/2018 19:10

Did anyone post the podcast link

[superg1] 19/7/2018 19:07

Cheek

We are talking Chris Leigh here and if you know him well enough the toilet rolls will be from the pound shop.

I'm absolutely sure the expansion is driven by either an imminent order or the requirement by a big name to have the capacity pre deal signed.

[cynicalbear2016] 19/7/2018 19:04

Forestfred - this is the first time I’ve written about VRS. Not sure about the other writers, everyone writes about what they want and can have different views. There is no such thing as a Shareprophets house view.

[rainbow23] 19/7/2018 19:04

Shareprophets initiate coverage of vrs with a sell recommendation. In the top five overvalued shares on aim they reckon.Can't say I disagree with that.

[cheek212] 19/7/2018 18:59

3 tonnes a year is 11.5kg per day assuming 261 working days, or 8.2kg per day using the full 365 days per year. I'm sure somebody will correct me if I'm wrong but can't we currently produce 1kg per day using existing capacity?That is a major increase if correct and cannot see any company investing in that sort of production capacity without knowing something is in the bag! Albeit I did once fund circa £1.5m of kitchen equipment for a company that had a contract with McCains to produce a new frozen product only to later find that the contract wasn't quite as watertight as they had thought after they signed up for the five years of finance and installed the equipment!!!I'm sure NR is too clever to fall for that though.

[johnb5] 19/7/2018 18:59

The 3t capacity uplift would appear to be a prerequisite to a supply contract be signed.

[a_game] 19/7/2018 18:57

anyone figured out what Neill was doing in Madrid yesterday? From the podcast it sounded like an urgent, unplanned trip... I can only think of good reasons why that would be the case :)

[a_game] 19/7/2018 18:55

superg, bang on - probably the biggest take away from the RNS was the scale up to 3T capacity.

Remember the last time they scaled up in November - look what has followed since.

No way they'd do this if they didn't know orders/deals were imminent. Exciting few months coming!

[superg1] 19/7/2018 18:53

That's the point grabster 10kg per day cutting out weekends.

What has triggered the need for 200kg+ plus per month when they already have 20kg per month and sales of only up to 1kg as a single order so far.

They know something we don't and it will obviously become news if the dotted line gets signed.

[graphite bot] 19/7/2018 18:51

3 bloody tonnes.=3million Grammes
Who’s the buyer. Or buyers. We have sent Graphene to battery company in China
Tyre company in Europe. Dow chemicals in
Usa. take your pick. Tick tock boom any thoughts sg

[luckyorange] 19/7/2018 18:49

Just had a quick look at NR's twitter and noticed this in one reply

"I was worried about you, it's in the RNs , we have multiple offers from 24 potential partners, yes 24 ! It's like being the most popular girl at the prom."


Now that reads differently, naysayers read it slowly so that you understand what it says.